Concierge Services
Our premium level of service. Considering the multifaceted capacity of a skilled gift officer and the unique marketing and stewardship approaches required for successful gift planning programs, our Concierge Service provides you with the gift officer talent, proven marketing strategies and program implementation needed to run a successful current and future asset giving program on a contractual basis. Using this level of service affords you the reduced staffing costs while assertively moving your program along in a powerful direction.
Deliverables
Marketing
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*Includes Use of 3rd Party Vendor (Additional cost)
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Annual Calendar/Plan
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Monthly eNewsletter
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Unlimited eBlasts
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Quarterly Print design and implementation (org to budget)
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Unlimited surveys/year
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Unlimited Thematic Marketing Campaigns/year
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Board and Staff Education, Documents and Availability
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Pleiades On-Call
Donor Relations
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Donor Cultivation
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Top Prospect Database Input
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In-Person Donor Visits
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Ongoing Stewardship to Secure Gifts
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Counsel for Structuring Gifts
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Comprehensive Gift Proposals
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Employing Moves Management
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Legacy Society Development
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Unlimited Estate Planning Seminars/year
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4 Events/year
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Gift Planning Team Development
Professional Advisor Participation
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Develop Professional Advisor Base
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Educational Resources
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Advisor Engagement and Involvement
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Advisor Follow Up
Service Level Comparison Matrix
Donor Relations and Moves Management
The key to any successful gift planning and major gifts of assets program is with cultivating donor relationships, planting seeds of giving impact with optimal tax savings strategies.
Helping donors give with maximum impact requires an ongoing journey with them. Our comprehensive services offer this possibility.
You may know your donors, but you likely do not know who might be interested in learning more about their giving options. Marketing for current and future gifts of assets provide your donors with an explanation of tax benefits while helping you identify who is interested in learning more.
Please see Marketing Implementation Packages for more details.
Board and Staff Education and Inspiration
Your board may only make decisions based on what they know. Learning about their gift planning options may not only garner support and advocacy, your board will also discover their own options for supporting your organization.
Gift planning should be holistically integrated into all areas of individual giving. Blended giving conversations are critical to weave into the tapestry of your overall fundraising strategies.
Ongoing staff and board education is needed to help your development team to feel confident in asking for both current and future gifts.
Our "turn-key" Estate planning seminars are not only an exceptional way to be in front of your most interested donors, they are critical for involving professional advisors who may help your donors complete their will or trust documents.
Structuring Gifts
American charitable tax law on both federal and state levels affords donors the opportunities to use certain "giving vehicles" to be more charitably minded. Structuring ways to give to maximize donor generosity and tax benefits is a savvy way to increase significant giving.
We offer workable solutions to complex asset concerns while using appropriate asks and gift illustrations.
Working with Professional Advisors
Working with professional advisors, including estate planning attorneys, financial advisors, accountants, realtors, and successor trustees, plays an important role in the success of your gift planning program. Rarely is a complex or estate gift given without the assistance of a professional advisor.
We strive to work with local professional advisors, as they aim to help their clients (your donors) with their charitable goals.
Legacy Society Development
A legacy society is a valuable way to provide not only recognition and stewardship, but also fundamental in building your future referral network.
We provide valuable coaching to your team to incorporate simple ways to recognize and develop your legacy society.
Gift Planning Committee Development
A project based gift planning committee is a valuable way to "clone" yourself as a fundraiser. Your gift planning committee consisting of the right people can do the "heavy lifting" of managing and accepting more complex gifts, providing board advocacy, as well as piloting new ways of giving.
We provide coaching and can help you arrange your gift planning committee while providing you with a sound strategy with how best to guide it.